Our Services
Strategic Income and Estate Tax Planning
You can benefit from taking a longer-term approach to income and estate tax planning. Often, accounting firms arrive at February or March and put your information into software to generate a return. Easy enough, but all you’ve really accomplished is recording history.
What if you could start before the beginning of the year?
Now you have a chance to make moves that will lower taxes.
It means less tax over the next few years. It may mean cutting taxes nearly in half using long-term capital gains rates.
You need HTG as your partner to help look at your options.
Transaction Structures and Planning
Taxes are just one component of your business, and only one service area of HTG.
Whether you are buy-side or sell-side, different business structures (partnerships, corporations, etc.) and allocations will yield different results to all parties of a transaction.
Multiple strategies can benefit both parties during a purchase/sales transaction.
Do you know what intangibles you ought to value for the best financial and tax benefit to your organization?
Here’s what’s important: these strategies can be implemented without slowing down or complicating your transaction, while making sure value is maximized.
Succession Planning
Experience matters to you.
You need experienced, credentialed professionals who have helped entrepreneurs implement succession plans — intra-family, management, employees, partners or 3rd party sales.
You need someone to listen and understand your goals and the dynamics of your estate.
Experience is vital to understand and craft the appropriate successtion plan for you. Experience allows for response to your unique desires and complexities that may surface.
Your legacy is just that: yours. And you want innovative and intuitive professionals at HTG to arrange your legacy according to your wishes.